I-Bankers Securities, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
41352
Registered since
September 9, 1996

Firm profile

FINTRX

Overview

I-Bankers Securities, Inc. is organized as a corporation and is classified in FINTRX data as an investment bank. The firm shows an SEC registration dating back to 1996 and is identified as owned by an individual rather than a corporate parent. FINTRX does not record the company as a capital allocator or an active ESG investor, and it is not listed as a multistate adviser or a pension consultant. The dataset does not provide descriptions of the firm’s fee schedules, advisory services, or the specific business activities and affiliations it conducts. That absence, together with the investment-bank classification, suggests the firm’s primary model centers on capital markets or brokerage activities rather than operating as a traditional asset-manager overseeing third‑party advisory mandates.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Shelley Leonard

    Shelley Leonard

    CFOCRD 2401474

  • Alan Levin

    Alan Levin

    Chief Financial OfficerCRD 3073530

Contacts

3 of 19
  • Matthew Lantieri

    Matthew Lantieri

    Operations ManagerCRD 4195681

  • Robert Natiss

    Robert Natiss

    Branch ManagerCRD 345182

  • Jesse Busch

    Jesse Busch

    Investment Banking Vice PresidentCRD 6352403

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1200 N Federal Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth